News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Meta is the latest AI developer to disclose a rogue hacking incident. It’s not a bad thing for the stock — it might even help.
In a slow news month for the company, investors focused on the cost of its phase 3 trials rather than their benefits.
IONQ posts a wider-than-expected Q2 loss but tops revenue estimates, raises its 2026 revenue outlook and sees shares rise after the results.
Three companies at the forefront of nuclear energy technology have signed a memorandum of understanding (MOU) to evaluate fuel technologies to support advancement of next-generation nuclear power.
BNP Paribas Wealth Management just handed clients a gold target that would stun most investors, and the bank says two converging forces make it more realistic than it sounds.
Asian equities traded in the US as American depositary receipts were tracking higher Thursday mornin
Caterpillar’s record quarter shows how the AI data-center buildout is boosting demand for its power-generation and construction equipment.
Tesla has cratered 27% this year while the broader market surged, yet one of Wall Street's most polarizing analysts is doubling down on a call that implies the stock nearly doubles from here. Here is what separates his vision from where prediction markets think this ends.
Bronte Capital, an investment management company, released its “Amalthea Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund posted a 6.49% net return in June, bringing the quarterly returns to 5.12%, compared to 3.17% and 14.48% for the globally diverse MSCI ACWI in ($A), respectively. The outperformance in June […]
These healthcare giants can deliver steady gains.
The payment company's CEO says it's developing and shipping products faster despite cutting nearly half of its staff. It's a strategy he says can be replicated at other businesses.
D-Wave’s 240x faster network optimization result with AT&T could strengthen the case for broader commercial adoption.
British regulators on Thursday gave Paramount the greenlight for its $81 billion takeover of Warner Bros. Discovery, with some new assurances from the company — clearing another hurdle for the mega merger while it still faces challenges elsewhere. The U.K.'s Competition and Markets Authority cleared the pending acquisition, ruling that a Paramount-Warner tie up does not pose a “substantial lessening of competition” in the country. Meanwhile, Britain's Department for Digital, Culture, Media and Sport said it also wouldn't intervene — on the basis of several “legally-binding commitments” from Paramount related to its footprint in U.K. broadcasting and on-demand entertainment.
Kenneth Griffin built a $60 billion empire by finding the cleanest risk-reward setups in mega-cap tech, and his playbook treats NVIDIA, Tesla, and Meta very differently than the crowd does right now.
Merck has outperformed the broader market over the past year, and analysts remain optimistic about the stock.
Ark Invest's top investor continues to build up existing positions, including adding to a pair of broken IPOs on Wednesday.
Microsoft announced its fourth cloud region in India and its largest data center deployment in the country.
Weekly Jobless Claims continue to demonstrate the most optimistic of all U.S. employment gauge.
Elon Musk's SpaceX and Tesla will initially invest $16.8 billion to build Terafab, an advanced AI semiconductor complex in Grimes County, Texas, as the companies race to secure the chip capacity that the billionaire has called essential to their future. The facility is intended at narrowing the gap between global chip supply and the more than 1 terawatt of computing power that SpaceX and Tesla expect to need in the coming years. Future expansion phases could push total investment much higher, SpaceX said in a statement on its website on Thursday, adding that the facility would employ at least 3,000 people.
Novo Nordisk’s Wegovy and Eli Lilly’s Zepbound and Foundayo will be available at a cost of $50 a month.
Western Digital (NasdaqGS:WDC) says customers are already negotiating AI storage contracts that run through 2031. The company reports multi year discussions covering AI related storage needs, giving unusually long visibility into demand. Management highlighted that some agreements under discussion would secure capacity up to five years ahead for AI infrastructure customers. This kind of long horizon AI infrastructure planning is not unique to Western Digital, so it can be useful to compare...
Sterling Infrastructure stock has delivered a very large 5 year return, yet the latest valuation work still points to the shares trading at a discount to an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and supported by earnings multiples. The share price has produced a very large 5 year gain of 2,152.2%, which means anyone looking at Sterling Infrastructure today is assessing a stock that has already seen substantial value created on the chart. Recent record...
Amazon just hiked its capex target past $220 billion with demand still exploding, and investors are caught between fear of runaway spending and the possibility that Andy Jassy is executing the same playbook that built AWS into a juggernaut.
Although Mastercard Incorporated has lagged behind the broader market over the past year, Wall Street analysts maintain a bullish outlook about the stock’s prospects.
eBay touted an increase in eBay Live's gross merchandise volume as it plans to expand it to more international markets in the coming weeks and months.
Backblaze (BLZE) is back in focus after its second quarter 2026 earnings on 3 August, which combined higher sales, a narrower net loss, raised full year revenue guidance, and a new CoreWeave partnership. See our latest analysis for Backblaze. Backblaze shares have been volatile around the Q2 2026 report and CoreWeave agreement, with the 7 day share price return of 47.43% and year to date share price return of 292.83% pointing to strong recent momentum after a 1 year total shareholder return...
International Business Machines (NYSE: IBM) received FedRAMP Moderate Authorization for its Maximo Application Suite SaaS offering, making it available for use by US federal agencies. The authorization covers cloud based asset management tools designed for regulated government environments. IBM and Red Hat launched the Lightwell program, which provides free open source security fixes and tools to universities and non governmental organizations. Together, these initiatives expand IBM's role...